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iShares Morningstar Large Value shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Value held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Value by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 33k 70.62
2023-09-30 $2.2M 34k 64.77
2023-06-30 $2.2M 33k 66.52
2023-03-31 $2.1M 32k 63.89
2022-12-31 $2.1M 33k 63.24

More positions owned by Mariner Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Tesla Motors (TSLA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Mariner Wealth Advisors

Top funds holding iShares Morningstar Large Value

Matrix Trust
Steele Capital Management
Bank of America Corporation
Bank of New York Mellon
UBS Group
Raymond James & Associates
SPC Financial
Royal Bank of Canada
H D Vest Advisory Services
Wells Fargo & Company
Raymond James Financial Services Advisors
Commonwealth Equity Services
Lauer Wealth
Janney Montgomery Scott
CI Private Wealth

View all funds holding iShares Morningstar Large Value